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icono de CSM

ProShares Large Cap Core Plus
CSM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 59.9 M +USD 205 k +4,166 +0.3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
USD 37.5 M +USD 76.1 k +1,550 +0.2%
B. Riley Wealth Management
3
B. Riley Wealth Management
Tennessee
USD 14.9 M +USD 2.28 M +46,475 +16%
LPL Financial
4
LPL Financial
California
USD 14.6 M +USD 3.69 M +75,104 +30%
PS
5
Portfolio Strategies
New York
USD 13.3 M -USD 160 k -3,252 -1%
Wells Fargo
6
Wells Fargo
California
USD 9.8 M -USD 2.76 M -56,284 -20%
Bank of New York Mellon
7
Bank of New York Mellon
New York
USD 8.07 M +USD 224 k +4,560 +3%
UBS Group
8
UBS Group
Switzerland
USD 6.14 M -USD 730 k -14,870 -10%
MA
9
Mutual Advisors
Nebraska
USD 5.56 M -USD 85.9 k -1,749 -1%
Gill Capital Partners
10
Gill Capital Partners
Colorado
USD 5.43 M – – –
Osaic Holdings
11
Osaic Holdings
Arizona
USD 5.17 M +USD 517 k +10,530 +10%
Legacy Private Trust
12
Legacy Private Trust
Wisconsin
USD 5.07 M -USD 235 k -4,791 -4%
Bank of America
13
Bank of America
North Carolina
USD 4.98 M -USD 673 k -13,707 -11%
Waterfront Wealth
14
Waterfront Wealth
Kansas
USD 4.73 M +USD 393 +8 +0%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
USD 4.7 M -USD 451 k -9,185 -8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
USD 2.62 M +USD 1.43 M +29,155 +99%
Freedom Investment Management
17
Freedom Investment Management
Connecticut
USD 2.37 M -USD 322 k -6,555 -11%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
USD 2.11 M -USD 508 k -10,344 -18%
B. Riley Wealth Advisors
19
B. Riley Wealth Advisors
Florida
USD 2.11 M +USD 54.9 k +1,117 +2%
AE Wealth Management
20
AE Wealth Management
Kansas
USD 1.92 M -USD 4.91 k -100 -0.2%
Truist Financial
21
Truist Financial
North Carolina
USD 1.74 M -USD 439 k -8,947 -19%
Baird Financial Group
22
Baird Financial Group
Wisconsin
USD 1.56 M +USD 100 k +2,036 +6%
Wedbush Securities
23
Wedbush Securities
California
USD 1.42 M -USD 24.6 k -500 -2%
Jane Street
24
Jane Street
New York
USD 1.38 M +USD 1.52 M +30,870 Nuevas
AJ Wealth Strategies
25
AJ Wealth Strategies
New York
USD 1.36 M – – –
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